Boston Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Boston Advisors’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$436K	Buy	7,106 +657	+10%	+$39.5K	0.02%	473
2019 Q2	$374K	Sell	6,449 -473	-7%	-$27.1K	0.02%	523
2019 Q1	$388K	Sell	6,922 -721	-9%	-$38.6K	0.02%	508
2018 Q4	$388K	Buy	7,643 +2,022	+36%	+$110K	0.02%	491
2018 Q3	$303K	Buy	+5,621	New	+$302K	0.01%	556
2016 Q1	–	Sell	-8,621	Closed	-$435K	–	698
2015 Q4	$435K	Buy	8,621 +106	+1%	+$5.27K	0.01%	494
2015 Q3	$402K	Buy	8,515 +303	+4%	+$14.7K	0.02%	585
2015 Q2	$391K	Buy	8,212 +3,376	+70%	+$165K	0.02%	543
2015 Q1	$236K	Buy	+4,836	New	+$237K	0.01%	616

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Advisors's XLP Position: Q3 2019 in Review

Boston Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 10% in Q3 2019, buying an estimated $39.5K and bringing the position to 7,106 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #473.

Boston Advisors first reported a position in XLP in Q1 2015 and has held it in 9 quarters since. 693 funds tracked by Wall St. Rank hold XLP as of Q3 2019.

Boston Advisors held 7,106 shares of State Street Consumer Staples Select Sector SPDR ETF worth $436K as of Q3 2019.
Boston Advisors bought 657 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2019, an estimated $39.5K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #473 holding.
Boston Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2015 and has held it in 9 quarters since.
693 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.